investors

Dear Investor,

In case of any grievance / complaint against the Intermediary:

• Please contact Ms. Rashmi Choudhary, Compliance Officer at Basant Maheshwari Wealth Advisers LLP at Office No. 701, 7th Floor, Plot-211, Dalamal Tower, Free Press Journal Marg, Nariman Point, Mumbai- 400021 / email id: compliance@theequitydesk.com and Phone No. 022-49707226

• You may also approach Mr. Basant Maheshwari, Designated Partner / email id: info@theequitydesk.com and Phone No. 022-49707226

• If not satisfied with the response of the intermediary, you can lodge your grievances with SEBI at https://scores.sebi.gov.in/scores-home or you may also write to any of the offices of SEBI. For any queries, feedback or assistance, please contact SEBI Office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575.

• After exhausting all available options for resolution of the grievance, if you are still not satisfied with the outcome, you can initiate dispute resolution through the ODR Portal. ODR is a common Online Dispute Resolution Portal (“ODR Portal”) which harnesses online conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market. ODR Portal can be accessed via the following link – https://smartodr.in/

Click here for Risk Disclosure Document of Portfolio Management Services

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Click here for Complaint Data to be displayed by Portfolio Managers

Click here for Complaint Data to be displayed by Research Analyst

Click here for Disclosure Document of Investment Adviser

Click here for Disclosure Document of Research Analyst

Click here for Investor Charter in Respect of Investment Adviser

Click here for Investor Charter in Respect of Research Analyst

Click here for Complaint Data to be displayed by Investment Advisers

Click here for Investment Advisers Registration Details

Click here for Research Analyst Registration Details

Click here for Investment Advisers (IA) and Research Analysts (RA) Escalation Matrix

DIRECT ON-BOARDING OF CLIENT: The Portfolio Manager also provides the facility for direct on-boarding of clients i.e., on-boarding of clients without intermediation of Distributor.

For Research Analyst products offering through Smallcase: https://basantmaheshwari.smallcase.com/

Disclaimer: Registration granted by SEBI, membership of BASL (in case of IAs and RAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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